When the national news headlines feature what’s going in the markets, you know there’s something out of the ordinary going on. In the latest WealthDFM podcast, Sue and Matt dig into the extraordinary moves in precious metals markets, with Nitesh Shah, Head of Commodities and Macroeconomic Research at WisdomTree, a firm well known to advisers for its ETF and ETP expertise and for Nitesh’s expertise and widely read bullion insights.
Gold has surged to historic highs in recent months, albeit with plenty of volatility, the metal has delivered its strongest run in decades.
But what’s really driving the rally? Is this simply a traditional safe-haven response to geopolitical tensions and a weaker US dollar? Or does it signal something more structural, a shift in how investors view financial systems, currencies and long-term stores of value?
And then there’s silver, which has been climbing even more dramatically than gold. With questions around who is actually behind the buying, whether markets are entering bubble territory, and how sustainable current price levels really are, advisers are increasingly being asked how to interpret these moves.
In this episode, we explore:
* The key forces behind gold’s powerful rally
* How this cycle of investor participation differs from previous ones
* Whether current price action points to a bubble or a broader repricing of global risk
* The outlook for gold and silver, and the catalysts that could shape markets in the months ahead
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Nitesh Shah
Nitesh Shah is a seasoned financial professional with over 24 years of experience in research and investment strategy. As Head of Commodities & Macroeconomic Research at WisdomTree Europe, he leads market analysis and insights across asset classes, with a focus on commodities and exchange-traded products. Previously, he held roles at Moody’s, HSBC Investment Bank, The Pension Protection Fund, and Decision Economics, building expertise in market analysis and strategy.
Nitesh earned a master’s degree in International Economics and Finance from Brandeis University and a bachelor’s in Economics from the London School of Economics. His insights are frequently featured in financial media, and he is a sought-after speaker at industry events. He also hosts the ‘Commodity Exchange’ podcast, where he discusses trends shaping global markets. Passionate about guiding investors, Nitesh provides actionable insights to help them navigate complex financial landscapes.
Disclaimer
Wealth DFM Talk is for financial professionals only and does not constitute investment advice. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and any necessary legal advice should be sought before acting on any information contained in this podcast. The value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
